End of Year Trader Tax Tips

Recorded Nov. 14, 2012

Washington negotiates the Bush-era tax cuts going into year-end 2012. Wash-sale losses can be better than capital-loss carryovers. Convert wash sales to Section 475 ordinary losses on Jan. 1. Accelerate business expenses with trader tax status. Entities are better for business traders.

Testimonials

This firm is great at what they do: helping traders navigate accurately the very complex US tax code. They understand their clients and help them at a level that almost no one else can match, yet also maintain genuine integrity and don't encourage "pushing the envelope" in such a way that one might get into trouble later. Their support of independent traders and firms ultimately improves the fairness of our capital markets. Much appreciated!

MJ

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